Integration updates

WMS Integration - QC inspection flag (RS9168)

As part of the WMS integration, SyteLine now creates the QC Receiver when the SyncReceiveDelivery BOD is received from WMS. Items are now received into the location which passed from WMS. Quantity Inspector now performs the QC Process in SyteLine. WMS gives the QC Result with the SyncInventoryHold BOD to SyteLine to do the Quantity Move. To support this enhancement, we have added the Whse field to the Disposition Receiving and Disposition MRR forms. This field displays the value from the Supplier Inspect/Disposition form. Logic has been changed on the Supplier Inspect/Disposition form so that material transaction forms are no longer launched if Whse is external and the Auto Accept Receiver button is clicked.

WMS integration - support added for PO return processing after voucher (RS9171)

We have added support for processing PO Return transactions in SyteLine, received from WMS when the PO Line has been vouchered or partially vouchered. SyteLine will process the WMS transaction as it would normally by a user when the PO Line is vouchered.

If the received items have been fully vouchered, SyteLine will perform a DR return for the un-received items. In this scenario, the formula is:

DR Return Qty (CSI) = Un-Received Qty (WMS)

If the received items have been partially vouchered and the returned quantity is greater than the received but not vouchered quantity, SyteLine will perform a PO negative return against the not-vouchered quantity. The rest of the un-received items are taken care of with a PO DR Return in SyteLine. In this scenario, the formulas are:

Negative Return Qty (CSI) = Received Qty - Vouchered Qty

DR Return Qty (CSI) = Un-Received Qty (WMS) – Negative Return Qty

To support this new feature, the External Warehouse PO Return Reason Code field was added to the Purchasing Parameters form.

WMS Integration – Add non-nettable stock (RS9166)

As part of the WMS integration, you can now set a default non-nettable location for an external controlled warehouse on the Warehouses form. When it is set, item stockroom location records are created for the non-nettable location. For an external-controlled warehouse, an item can have one nettable stock location and one non-nettable stock location.

You can maintain the non-nettable hold codes on the new Non-Nettable Hold Codes form. The form is only used for WMS BOD processing and not for SyteLine functionality.

JPK_VAT VAT structure for Poland (RS9249)

This project updates the JPK_V7M XML, which CSI generates, to the new version. which took effect in January 2022.

SyteLine homepages and widgets in Ming.le

Finance Manager homepage widget detail

• Days Outstanding - This widget displays for both days sales outstanding and days payable outstanding. Days sales outstanding indicates the average number of days to collect revenue after a sale has been made while days payable outstanding indicates the average number of days to pay vouchered purchases for this period.
• Inventory Value - This widget uses a bar graph to display the graphical representation of the current inventory value of all items for the current period and previous three periods. The X-axis indicates the month and year of the respective period, and the Y-axis indicates the inventory value.
• Cash Impact - This widget uses a bar graph to display the running net change from the Cash Impact Report, based on the default options, for the domestic currency.
• Cash Received - Use this widget to view the total cash amount received this period and also daily amounts. This widget includes data from the Executive Home form, A/R > Cash Received grid, filtered on the current period, for the default site group shown on the General Parameters form.
• Finance Quick Links - This widget displays quick links to navigate directly to the respective form in the application in any one of five sections.
  • Activities
    • Journal Builder
    • Mass Journal Posting
  • Process
    • Bank Reconciliations
    • Compress General Ledger Transactions
    • G/L Posted Transactions
    • Journal Entries
    • Ledger Consolidation
  • Setup
    • Accounting Periods
    • Chart of Accounts
    • Chart of Accounts Budget and Plan
    • Costing Analysis Workbench
    • Multi-Currency Parameters
    • Multi-Financial Sets of Books
  • Reports
    • Bank Reconciliation Report
    • Cash Impact Report
    • Financial Statement Definition
    • Financial Statement Output
    • Trial Balance
  • Utilities
    • Budget Consolidation
    • Copy Balances to Budgets
    • Journal Transaction Utility
    • Multi-Site Chart Copy
    • Year End Closing Journal Entries
• Finance Today's Key Values - This widget displays the booked, shipped, and invoiced amounts for the same day.
• Customer Analysis - With this widget, you can select a customer and view the customer's aging data and credit hold status.
• Vendor Analysis - With this widget, you can select a vendor and view the vendor's aging data and payment hold status.

Inventory Manager homepage widget detail

• Inventory Value - This widget displays the current inventory value of all items for the current period and previous three periods in a bar graph. The X-axis indicates the Month and Year of the respective period, and the Y-axis indicates the Inventory Value.
• Shipments - This widget uses a ring graph to display the shipping status of customer orders: in process, shipped, past due, or hold.
• Expiring Lots/Serials - This widget displays the count and value of lots and serial numbers that are expiring, based on the selected expiration date range.
• Item Lookup - This widget displays the on-hand quantity of inventory items.
• Inventory Follow Up - This widget displays all the items that are below safety stock or quarantined.
• Receipts - This widget displays the number of purchase orders receipts for the date duration. It displays the number of PO lines that have been received, are incomplete, and those that are past due.
• Higest Valued Items - This widget displays the five highest valued items currently in inventory. You can see the item number, the item description, and the rounded total value of the item in stock, in domestic currency.
• Highest Valued Item Shortages - This widget displays information about the five largest shortages for items. You can see the item number, item description and the rounded total cost of the shortage, in domestic currency.
• Cycle Count Adjustments - This widget displays the cost of material transaction adjustments for the current month and the three previous months in a bar graph. This data is pulled from material transactions for cycle count transactions. Each column is stacked with the Up value that sums the positive adjustments, and a Down value that sums the negative adjustments. The header shows the total adjustments (absolute value) for each month.
• Inventory Control Quick Links - This widget displays the quick links to navigate directly to the respective form in the application from any one of six sections.
  • Activities
    • Journal Builder
    • Mass Journal Posting
  • Process
    • Bank Reconciliations
    • Compress General Ledger
  • Transactions
    • G/L Posted Transactions
    • Journal Entries
    • Ledger Consolidation
  • Setup
    • Accounting Periods
    • Chart of Accounts
    • Chart of Accounts Budget and Plan
    • Costing Analysis Workbench
    • Multi-Currency Parameters
    • Multi-Financial Sets of Books
  • Reports
    • Bank Reconciliation Report
    • Cash Impact Report
    • Financial Statement Definition
    • Financial Statement Output
    • Trial Balance
  • Utilities
    • Budget Consolidation
    • Copy Balances to Budgets
    • Journal Transaction Utility
    • Multi-Site Chart Copy
    • Year End Closing Journal Entries
• Orders Fulfilled - This widget displays the number and percentage of customer orders shipped and the number and percent of purchase orders received for the date range.
• Warehouse Lookup - This widget initially shows a list of warehouses with the warehouse name and address. Click the drop down to show additional information.

Quality Manager homepage widget detail

• Past Due Alerts Report - This widget displays the number of past due items for each of the QCS types.
• Quality Control Quick Links - This widget displays the quick links to navigate directly to the respective form in the application categorized into any one of three sections.
  • Maintenance
    • QC Items
    • QC Vendors
    • QC Customers
    • Gauges
    • QA Processes
    • QA Process Templates
    • Customer Complaints
  • Activities
    • Supplier Inspect/Disposition
    • IP Job Inspect/Disposition
    • IP PS Inspect/Disposition
    • CO Inspect/Disposition
    • RMA Inspect/Disposition
    • MRRs
    • CARs
  • Reports
    • Item Report
    • Quality Control Transaction Report
    • Supplier Vendor Performance Report
    • IP Cost of Scrap Report
    • IP Cost of Quality Report
    • Gauge Calibration Certification
• Rejection % by Item - This widget displays the item, U/M, quantity received, and the quantity of the item that was accepted, on hold or rejected.
• Top 5 On Hold Item by Cost - This widget displays the top five items, by item cost, from accumulated on-hand quantities across all warehouses, where the item disposition status is set to On Hold.
• Top 5 Activities by Cost - This widget displays the top five QCS activities, in order by accumulated cost for each activity. Activities are defined on the Cost Activities form and linked to Corrective Action Reports (CARs) or Material Review Reports (MRRs).
• Top 10 Scrapped Stock by Item - This widget displays the 10 items with the highest scrapped quantity. For each item, the quantity scrapped, quantity completed, unit of measure, operation, and work center are displayed.

Sales Manager homepage widget detail

• Average Customer Order - This widget displays the average amount in the domestic currency for customer orders.
• Contact Lookup - This widget displays the details of the sales contact including the contact’s title, company name, cell number, office number, and email.
• Customer Orders Lookup - This widget displays the customer order number, customer name, contact, order date, and customer PO.
• Opportunity/Lead Lookup - This widget displays the list of opportunities and leads assigned to you with an address, created date, status, stage, and close percentage.
• My Sales Forecasts - This widget displays sales forecast amount vs. the actual total sales amount of the logged-in salesperson in a selected sales period.
• Salesperson Pipeline Value - This widget displays the salesperson pipeline value.
• Salesperson Quick Links - This widget displays quick links to navigate directly to the respective form in the application, categorized into any one of three sections.
  • Maintenance
    • Customers
    • Prospects
    • Salespersons
    • Opportunities
    • Customer Orders
    • Estimates
    • Salesperson Commission Distribution
  • Utilities
    • Copy Orders and Estimates
    • Commissions Due
    • Sales Forecasts
  • Reports
    • Estimate Response Form Report
    • Estimate Status Report
    • Order Status Report
    • Order Verification Report

Customer Service Representative widget detail

• Customer Service Quick Links - This widget displays links to navigate directly to the respective form, utility, or report in the application, categorized into any one of three sections:
  • Maintenance
    • Customers
    • Customer 360
    • Estimates
    • Customer Interactions
    • Customer Orders
  • Utilities
    • Copy Orders and Estimates
    • Order Invoicing/Credit Memo
    • Pricing
  • Reports
    • Estimate Response Form Report
    • Order Verification Report
    • Item by Customer Sales Analysis Report
• My Favorite Customers - This widget displays a list of favorite customers.
• My Customer Interactions - This widget displays a list customer service representative interactions with customers.
• Critical Departmental KPIs - This widget displays the list of KPI’s to analyze the performance of the business.
• Critical Departmental Drillback - This widget drills back to the Critical Numbers form when you click on any KPI.
• Order Monitor - This widget displays a summary of My Late Orders, My Open Quotes, New Orders, and Stopped Orders.
• Return Material Authorization - This widget displays favorite customer RMAs and also serves as a search for all RMAs.
• Price and Availability - This widget displays the prices and stock availability of the selected item in different criteria selections as required.
• Customer Orders - This widget displays a list of all customer orders with different RAG (red, amber, green) status. The widget also displays additional details like ship-to address, phone and estimated total price.

Customer Service Manager widget detail

• Customer Service Quick Links - This widget displays links to navigate directly to the respective form, utility, or report in the application, categorized into any one of three sections:
  • Maintenance
    • Customers
    • Customer 360
    • Estimates
    • Customer Interactions
    • Customer Orders
  • Utilities
    • Copy Orders and Estimates
    • Order Invoicing/Credit Memo
    • Pricing
  • Reports
    • Estimate Response Form Report
    • Order Verification Report
    • Item by Customer Sales Analysis Report

• My Favorite Customers - This widget displays a list of favorite customers.
• Critical Departmental KPIs - This widget displays the list of KPI’s to analyze the performance of the business.
• Critical Departmental Drillback - The widget drills back to the Critical Numbers form when you click on any KPI.
• Order Monitor - This widget displays a summary of My Late Orders, My Open Quotes, New Orders, and Stopped Orders.
• Return Material Authorization - This widget displays favorite customer RMAs and serves as a search for all RMAs.
• On Time Delivery - This widget provides a graph that displays the number of on-time or late orders and if shipped in full or as a partial shipment.

Production Planner widget detail

• Production Quick Links - This widget provides easy access to links that are frequently used by the production planner.
• Job Orders - This widget displays the graphical representation with status of job orders: in process, complete, stopped, or past due.
• Jobs to Complete - This widget provides a calendar view of the current month that shows the days highlighting on which jobs are set to complete.
• Jobs to Release - This widget provides a calendar view of the current month that shows the days highlighting on which jobs are set to release.
• Job Exceptions - This widget displays the information of job transactions with exceptions that occurred in the date range. The job, item, planned cost, actual cost, and the variance amount and percentage are shown.
• Planned Production - This widget displays planning details and due dates for items purchased with requisitions, PLNs, and MPS orders.
• Production Follow-up - This widget gives the information of jobs that are past due or due today. The due date and the number of days between the job end date and today are shown. The item and job numbers are also shown.
• Operations Efficiency - This widget displays information about job efficiency, with jobs listed by efficiency percentage. Information about each job includes the job and suffix, operation, sched driver (labor or machine), total planned and actual hours for the operation, completed quantity for the operation, and the efficiency percentage.
• Machine OEE - This widget displays the overall equipment efficiency for each resource group, by percentage ascending. For each resource group, the name, description, resource type, availability percentage, performance percentage, quality percentage, and OEE are shown.

Customer Service - General